The SA Vehicle Industry Thread

Trump set to announce tariffs on auto imports

US President Donald Trump will announce tariffs on auto imports Wednesday, the White House said, in a move set to fuel tensions with trading partners ahead of further promised levies next week.

White House Press Secretary Karoline Leavitt told reporters that Trump would unveil the "auto industry" tariffs in an address, without providing details on their extent.

Since returning to the presidency in January, Trump has already imposed tariffs on imports from major US trading partners Canada, Mexico and China -- as well as a 25% duty on steel and aluminum imports.

But he previously offered automakers temporary reprieve from the levies affecting North America.

Uncertainty over Trump's trade plans and worries they could trigger a downturn have roiled financial markets, with consumer confidence also falling in recent months amid fears of the tariffs' effects.

Shortly after Leavitt's remarks, shares in major automaker Ford slumped by 1.8% while those of General Motors dropped 1.9%.

In February, Trump said US tariffs on imported cars would be "in the neighborhood of 25%."

The Trump administration has referred to levies as a way to raise government revenue, revitalize American industry and press countries on US priorities.

But targeting imported cars could strain ties with countries like Japan, South Korea, Canada, Mexico and Germany - which are close US partners.

About 50% of cars sold in the United States are manufactured within the country. Among imports, about half come from Mexico and Canada, with Japan, South Korea and Germany, also major suppliers.

 
Ford's Silverton plant in South Africa exclusively makes Ranger hybrid bakkies for global markets

South Africa’s Silverton Manufacturing Plant has kicked off full-scale production of Ford’s new Ranger Plug-in Hybrid Electric Vehicle (PHEV), marking a pivotal shift in the company’s global sustainability strategy. The hybrid pickup, assembled exclusively in South Africa for international markets, underscores Ford’s commitment to greener manufacturing and innovation.

Ockert Berry, Ford South Africa’s Vice President of Operations, hailed the milestone as transformative: “Producing the Ranger PHEV here cements Silverton’s role as a cornerstone of Ford’s global manufacturing network. This facility isn’t just building vehicles—it’s shaping the future of sustainable mobility.”

However, the Ranger PHEV is currently not earmarked for local introduction but is “under consideration”.

Sole production hub

Designated as Ford’s sole global production hub for the Ranger PHEV, the Silverton plant has undergone extensive upgrades to handle the hybrid’s advanced technology. With an annual capacity of 200,000 vehicles, including 200 daily PHEV units across left and right-hand drive configurations, the facility now supports exports to Europe, Australia, and New Zealand from 2025.

 
Mahindra hits fresh high! SA’s new-vehicle sales in March 2025

March 2025 was the SA new-vehicle market’s 6th straight month of year-on-year growth. Here’s your full market overview, including a look at the country’s best-selling automakers…

In March 2025, South Africa’s new-vehicle market recorded its 6th consecutive month of year-on-year growth, with sales increasing 12.5% to 49 493 units. This performance – the market’s best in virtually 2 years – furthermore represented a 3.2% improvement over February 2025’s showing.

Naamsa described March 2025 as a “pivotal month” for the local industry, with the positive news extending to the export front, too, with this part of the market seeing growth for the first time in some 10 months. In the end, export sales from Mzansi surged 31.1% year on year to 39 477 units in March 2025.

According to the industry representative body, some 86.8% of last month’s total reported domestic industry figure represented dealer sales, while an estimated 7.3% were sales to the new-vehicle rental industry, 3.5% to government and 2.5% to industry corporate fleets.

Unsurprisingly, it was SA’s new passenger-vehicle segment that again drove growth in the overall market, with sales here rocketing 25.3% year on year to 33 447 units (the rental channel accounting for 7.2% of that figure). Meanwhile, domestic sales of new light-commercial vehicles again declined year on year, this time falling 8.4% to 13 328 units.

New-vehicle sales summary for March 2025

- Aggregate new-vehicle sales of 49 493 units increased by 12.5% (5 504 units) compared to March 2024.
- New passenger-vehicle sales of 33 447 units increased by 25.3% (6 756 units) compared to March 2024.
- New light-commercial vehicle sales of 13 328 units decreased by 8.4% (1 227 units) compared to March 2024.
- Export sales of 39 477 units increased by 31.1% (9 354 units) compared to March 2024.

SA’s 10 best-selling automakers in March 2025

1. Toyota – 11 660 units

2. Suzuki – 5 284 units

3. Volkswagen Group – 4 913 units

4. Hyundai – 3 103 units

5. Ford – 2 907 units

6. Isuzu – 2 759 units

7. Nissan – 2 303 units

8. Mahindra – 2 253 units

9. GWM – 2 066 units

10. Chery – 1 904 units

 
D-Max pips Ranger! SA’s best-selling bakkies in March 2025

The D-Max grabbed 2nd from the Ranger on the list of SA’s best-selling bakkies for March 2025, while Mahindra’s Pik Up broke into 4 figures…

In March 2025, South Africa’s total new-vehicle market increased 12.5% year on year to 49 493 units. Once again, the local passenger-vehicle segment was responsible for much of this industry growth, with sales in the light-commercial vehicle (LCV) space conversely sliding 8.4% year on year to 13 328 units.

So, did anything interesting happen on the list of Mzansi’s best- and worst-selling bakkies in March 2025? Well, there was no change at the very top, as the Prospecton-produced Toyota Hilux retained 1st place, with sales of this Japanese stalwart increasing 8.9% (compared to February 2025) to 2 923 units.

10 best-selling bakkies in South Africa for March 2025

1. Toyota Hilux – 2 923 units

2. Isuzu D-Max – 2 250 units

3. Ford Ranger – 2 179 units

4. Mahindra Pik Up – 1 215 units

5. Nissan Navara – 835 units

6. Toyota Land Cruiser 79 – 476 units

7. GWM P-Series – 402 units

8. Volkswagen Amarok – 275 units

9. Foton Tunland G7 – 236 units

10. GWM Steed – 119 units

 
Best vehicle sales month in two years: these were the 50 top sellers in March 2025

March 2025 was the South African new vehicle industry's best sales month in two years, with the market showing incredible resilience in the face of economic uncertainty.

A total of 49,493 new vehicles were sold last month, an increase of 12.5% versus the same month last year, and marking six consecutive months of growth.

Passenger vehicle sales, at 33,447 units, saw an impressive year-on-year gain of 25.3%. However bakkies and light commercial vehicles, at 13,328, declined by 8.4%. Keep in mind that this figure reflects the 2024 discontinuation of the Nissan NP200 half-tonner.

Medium and heavy commercial vehicle sales declined by 1.8% and 0.5% respectively, while industry-wide vehicle exports grew by 7.1%.

The one-tonne bakkies put on a stellar performance, however, with the Isuzu D-Max taking second spot in the bakkie race with an impressive 2,250 sales, and the Ford Ranger also breaching the 2,000 unit mark with 2,179 sales.

50 top selling vehicles in South Africa: March 2025

Toyota Hilux - 2,923
Isuzu D-Max - 2,250
Ford Ranger - 2,179
Volkswagen Polo Vivo - 1,703
Suzuki Swift - 1,608
Toyota Corolla Cross - 1,570
Hyundai Grand i10 - 1,344
Nissan Magnite - 1,223
Mahindra Scorpio Pik-Up - 1,215
Chery Tiggo 4 Pro - 1,102
Haval Jolion - 1,102
Toyota Starlet - 1,075
Suzuki Fronx - 1,052
Toyota Starlet Cross - 957
Volkswagen Polo - 932
Nissan Navara - 835
Kia Sonet - 817
Toyota Fortuner - 793
Mahindra XUV 3XO - 774
Suzuki Ertiga - 749
Toyota Urban Cruiser - 706
Renault Kwid - 572
Toyota Hi-Ace - 569
Omoda C5 - 559
Suzuki Baleno - 504
Toyota Prado - 495
Toyota Land Cruiser PU - 476
Volkswagen T-Cross - 468
Volkswagen Polo Sedan - 423
Hyundai Exter - 421
Chery Tiggo 7 Pro - 420
GWM P-Series - 402
Toyota Rumion - 399
Renault Kiger - 363
Renault Triber - 350
Ford Everest - 343
Toyota Vitz - 322
Suzuki Jimny - 315
Hyundai i20 - 309
Jetour Dashing - 304
Haval H6 - 303
Hyundai Venue - 303
BMW X1 - 293
BMW X3 - 281
Volkswagen Amarok - 275
Suzuki Eeco - 246
Foton Tunland - 236
Ford Territory - 227
Nissan Magnite PV - 220
Suzuki S-Presso - 216

 
Swift leads, 3 models relegated: SA’s 10 best-selling cars in Q1 2025

With the opening quarter of the year gone, which cars and crossovers are leading SA’s passenger-vehicle sales charts? We’ve tallied up the numbers for Q1 2025…

South Africa’s new-vehicle market enjoyed a strong opening quarter of the year, with total industry sales increasing 10.5% year on year to 144 426 units. So, which cars and crossovers led the charge in Mzansi’s all-important passenger-vehicle space in Q1 2025?

Well, before we dive into the figures, it’s worth noting SA’s passenger-vehicle segment accounted for as many as 102 268 sales in Q1 2025, representing impressive year-on-year growth of 20.6% and translating to 70.8% of the total market.

Interestingly, as many as 6 models inside the top 10 were sourced from India, while 2 came from China and 2 were produced here in South Africa. While the Volkswagen Polohatchback placed 6th in Q1 2024, the Kariega-built model was relegated from the list in Q1 2025 (ending this latest reporting period in 12th position), with sales falling 16.8% year on year to 2 518 units.

Two other nameplates that placed inside the top 10 in the opening quarter of 2024 also failed to make the cut in the first 3 months of 2025: the likewise locally built Toyota Fortuner(down 20.7% to 2 079 units) in 14th and the Indian-made Toyota Vitz (down 3.9% to 1 698 units) in 18th.

SA’s best-selling passenger vehicles in Q1 2025

1. Suzuki Swift – 6 587 units (+42.4%)

2. Volkswagen Polo Vivo – 6 439 units (+10.5%)

3. Toyota Starlet – 4 534 units (+7.5%)

4. Toyota Corolla Cross – 4 231 units (-25.2%)

5. Hyundai Grand i10 (excluding LCV) – 3 760 units (+12.6%)

6. Chery Tiggo 4 Pro (excluding LCV) – 3 371 units (+18.2%)

7. Haval Jolion – 3 183 units (+95.3%)

8. Toyota Starlet Cross – 3 010 units (no sales in Q1 2024)

9. Suzuki Fronx – 2 946 units (+158%)

10. Nissan Magnite (excluding LCV) – 2 729 units (+16.7%)

 
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